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IFA Administrator

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Job Description - IFA Administrator

IFA Administrator
Hybrid working
Chichester
Salary up to £42,500

Are you looking for a fantastic opportunity to join a growing and dynamic Investment Management firm that offers a clear, structured career path within financial services.

Whether you're just starting out or already have experience in wealth management, there's a role tailored to your skills and ambitions — from entry-level administration to senior associate positions.

This is more than just a job — it's a chance to:

  • Break into the financial services industry with full support and training
  • Progress your career in a firm that values development and internal promotion
  • Work in a collaborative, forward-thinking environment where your growth is a priority

Administrator – £26,250 per annum

Ideal for those with general admin experience looking to break into financial services.

  • Communicate with clients via letter, email, and phone
  • Complete ID verification and AML checks
  • Process withdrawals and investment top-ups
  • Schedule client meetings and prepare annual review reports

Senior Administrator – £29,500 per annum

For candidates with at least 6 months in the wealth management sector.

  • Includes all Administrator duties, with added responsibility and autonomy.

Junior Associate – £32,340 per annum

For those with 2+ years of financial services experience.

  • Handle all Administrator/Senior Administrator tasks
  • Bring external experience or internal progression to the role

Senior Associate – £36,750 to £42,500 per annum

For experienced professionals with deep knowledge of wealth management.

  • Manage complex client cases (e.g. pension transfers, trusts)
  • Provide high-level service to premier clients
  • Support advisers and attend client meetings

Benefits -

  • 20 days holiday + bank holidays (Christmas period at the director's discretion in addition to 2o days)
  • 3% Employer pension contributions
  • WFH 2 days per week following probation period
  • Parking permit
  • June, July and August reduced hours - finish at 3pm every Friday
  • Progression is heavily supported.

If you're looking for a company that supports your growth from entry-level to leadership, this could be the perfect place to build your career.

Please apply below if you would like more information, and I'll be happy to reach out to support you.

Synonyms

IFA admin, associate, administrator, support, service, IFA Administrator, administration

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